Second Half Financial Partners, LLC Top Holdings and 13F Report (2024) About Second Half Financial Partners, LLCInvestment ActivitySecond Half Financial Partners, LLC has $188.68 million in total holdings as of September 30, 2024.Second Half Financial Partners, LLC owns shares of 93 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 46.81% of the portfolio was purchased this quarter.About 17.44% of the portfolio was sold this quarter.This quarter, Second Half Financial Partners, LLC has purchased 40 new stocks and bought additional shares in 11 stocks.Second Half Financial Partners, LLC sold shares of 19 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $24,906,925JPMorgan Nasdaq Equity Premium Income ETF $11,203,525FT Vest Rising Dividend Achievers Target Income ETF $9,541,172FIRST TR EXCH TRADED FD III $9,413,178Schwab US Dividend Equity ETF $8,838,685 Largest New Holdings this Quarter Schwab US Dividend Equity ETF $8,838,685 HoldingiShares U.S. Utilities ETF $6,397,776 HoldingiShares U.S. Real Estate ETF $5,913,554 HoldingiShares U.S. Financials ETF $3,682,943 HoldingJohnson & Johnson $3,453,520 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 104,563 shares (about $8.84M)iShares U.S. Utilities ETF 62,711 shares (about $6.40M)iShares U.S. Real Estate ETF 58,050 shares (about $5.91M)iShares U.S. Financials ETF 35,447 shares (about $3.68M)Johnson & Johnson 21,310 shares (about $3.45M) Largest Sales this Quarter BlackRock 3,859 shares (about $3.66M)Utilities Select Sector SPDR Fund 40,549 shares (about $3.28M)iShares MSCI Global Metals & Mining Producers ETF 68,005 shares (about $2.94M)Starwood Property Trust 141,819 shares (about $2.89M)SPDR S&P 500 ETF Trust 4,882 shares (about $2.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecond Half Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$24,906,925$24,054 ▲0.1%271,28813.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$11,203,525$444,988 ▼-3.8%203,9605.9%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$9,541,172$329,658 ▼-3.3%387,2235.1%ETFFIRST TR EXCH TRADED FD III$9,413,178$311,399 ▼-3.2%426,7085.0%FT VEST SMIDSCHDSchwab US Dividend Equity ETF$8,838,685$8,838,685 ▲New Holding104,5634.7%ETFIDUiShares U.S. Utilities ETF$6,397,776$6,397,776 ▲New Holding62,7113.4%ETFIYRiShares U.S. Real Estate ETF$5,913,554$5,913,554 ▲New Holding58,0503.1%ETFXLUUtilities Select Sector SPDR Fund$4,782,324$3,275,539 ▼-40.7%59,2022.5%ETFBLKBlackRock$4,600,387$3,664,168 ▼-44.3%4,8452.4%FinanceUNHUnitedHealth Group$4,426,053$2,490,751 ▼-36.0%7,5702.3%MedicalSPYSPDR S&P 500 ETF Trust$4,082,863$2,801,087 ▼-40.7%7,1162.2%FinanceIYFiShares U.S. Financials ETF$3,682,943$3,682,943 ▲New Holding35,4472.0%ETFJNJJohnson & Johnson$3,453,520$3,453,520 ▲New Holding21,3101.8%MedicalAMGNAmgen$3,412,572$3,412,572 ▲New Holding10,5911.8%MedicalELVElevance Health$3,360,240$3,360,240 ▲New Holding6,4621.8%MedicalSTWDStarwood Property Trust$3,208,301$2,890,271 ▼-47.4%157,4241.7%FinanceAAPLApple$3,198,523$3,198,523 ▲New Holding13,7281.7%Computer and TechnologyLMTLockheed Martin$3,139,672$3,139,672 ▲New Holding5,3711.7%AerospaceACIOAptus Collared Investment Opportunity ETF$3,084,818$3,084,818 ▲New Holding77,6251.6%ETFLHXL3Harris Technologies$3,075,897$3,075,897 ▲New Holding12,9311.6%AerospaceDRSKAptus Defined Risk ETF$3,049,806$3,049,806 ▲New Holding107,7671.6%ETFQQQInvesco QQQ$3,028,007$3,028,007 ▲New Holding6,2041.6%FinancePICKiShares MSCI Global Metals & Mining Producers ETF$2,978,206$2,938,496 ▼-49.7%68,9241.6%ETFNEENextEra Energy$2,969,411$1,499,921 ▼-33.6%35,1281.6%UtilitiesJPMJPMorgan Chase & Co.$2,856,924$1,398,836 ▼-32.9%13,5491.5%FinanceICEIntercontinental Exchange$2,739,555$1,077,734 ▼-28.2%17,0541.5%FinanceIWMiShares Russell 2000 ETF$2,606,281$2,606,281 ▲New Holding11,7991.4%FinanceLOWLowe's Companies$2,209,323$2,209,323 ▲New Holding8,1571.2%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$2,062,547$2,539 ▼-0.1%4,8751.1%FinanceMCDMcDonald's$1,977,792$1,977,792 ▲New Holding6,4951.0%Retail/WholesaleJUCYAptus Enhanced Yield ETF$1,959,760$1,959,760 ▲New Holding84,4361.0%ETFAWKAmerican Water Works$1,917,645$1,917,645 ▲New Holding13,1131.0%UtilitiesELSEquity LifeStyle Properties$1,787,067$1,155,280 ▼-39.3%25,0500.9%FinanceDUBSAptus Large Cap Enhanced Yield ETF$1,698,174$1,698,174 ▲New Holding53,6060.9%ETFWECWEC Energy Group$1,669,973$1,522,818 ▼-47.7%17,3630.9%UtilitiesIDUBAptus International Enhanced Yield ETF$1,461,913$1,461,913 ▲New Holding67,0910.8%ETFMSFTMicrosoft$1,352,941$1,352,941 ▲New Holding3,1440.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,204,785$387,502 ▲47.4%6,7250.6%ETFNVDANVIDIA$1,181,871$493,661 ▲71.7%9,7320.6%Computer and TechnologySTRVStrive 500 ETF$1,116,200$1,116,200 ▲New Holding30,3000.6%ETFAMZNAmazon.com$1,094,536$1,094,536 ▲New Holding5,8740.6%Retail/WholesaleADMEAptus Drawdown Managed Equity ETF$1,083,575$1,083,575 ▲New Holding23,4540.6%ETFDFAIDimensional International Core Equity Market ETF$1,023,983$1,023,983 ▲New Holding32,2210.5%ETFPDPInvesco Dorsey Wright Momentum ETF$782,454$310 ▲0.0%7,5780.4%ETFNFLXNetflix$723,455$21,987 ▲3.1%1,0200.4%Consumer DiscretionaryXOMExxon Mobil$708,899$12,073 ▼-1.7%6,0480.4%Oils/EnergyMETAMeta Platforms$702,384$702,384 ▲New Holding1,2270.4%Computer and TechnologyGOOGLAlphabet$681,478$681,478 ▲New Holding4,1090.4%Computer and TechnologyBKAGBNY Mellon Core Bond ETF$650,400$650,400 ▲New Holding15,0730.3%ETFOSCVOpus Small Cap Value Plus ETF$647,960$647,960 ▲New Holding17,3020.3%ETFWMTWalmart$621,036$621,036 ▲New Holding7,6910.3%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$607,140$387,268 ▲176.1%6,0280.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$546,810$30,857 ▲6.0%2,7290.3%FinanceAMDAdvanced Micro Devices$537,362$537,362 ▲New Holding3,2750.3%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$534,264$534,264 ▲New Holding5,9100.3%ETFXLKTechnology Select Sector SPDR Fund$532,568$532,568 ▲New Holding2,3590.3%ETFRMDResMed$523,393$523,393 ▲New Holding2,1440.3%MedicalGLWCorning$493,941$493,941 ▲New Holding10,9400.3%Computer and TechnologyABBVAbbVie$474,338$2,370 ▼-0.5%2,4020.3%MedicalSPHDInvesco S&P 500 High Dividend Low Volatility ETF$448,1230.0%8,8610.2%ETFNOWServiceNow$435,568$435,568 ▲New Holding4870.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$435,074$435,074 ▲New Holding4,4350.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$433,494$433,494 ▲New Holding4,4180.2%ETFRTXRTX$429,658$429,658 ▲New Holding3,5460.2%AerospaceHDHome Depot$417,624$417,624 ▲New Holding1,0310.2%Retail/WholesaleAVGOBroadcom$387,684$358,871 ▲1,245.5%2,2470.2%Computer and TechnologyTMOThermo Fisher Scientific$385,369$385,369 ▲New Holding6230.2%MedicalCVSCVS Health$359,171$359,171 ▲New Holding5,7120.2%Retail/WholesaleSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$354,341$13,279 ▲3.9%9,7400.2%ETFDHRDanaher$351,204$351,204 ▲New Holding1,2630.2%Multi-Sector ConglomeratesDISWalt Disney$336,223$336,223 ▲New Holding3,4950.2%Consumer DiscretionaryRCLRoyal Caribbean Cruises$315,346$63,140 ▼-16.7%1,7780.2%Consumer DiscretionaryFANGDiamondback Energy$314,285$314,285 ▲New Holding1,8230.2%Oils/EnergyDHID.R. Horton$285,0370.0%1,4940.2%ConstructionBRK.BBerkshire Hathaway$276,616$276,616 ▲New Holding6010.1%FinanceMSIMotorola Solutions$273,475$273,475 ▲New Holding6080.1%Computer and TechnologyAXPAmerican Express$270,386$270,386 ▲New Holding9970.1%FinanceTJXTJX Companies$269,167$269,167 ▲New Holding2,2900.1%Retail/WholesaleNUVNuveen Municipal Value Fund$265,768$265,768 ▲New Holding29,4640.1%FinanceCEGConstellation Energy$261,580$261,580 ▲New Holding1,0060.1%Oils/EnergyDDominion Energy$260,402$260,402 ▲New Holding4,5060.1%UtilitiesGLDSPDR Gold Shares$248,164$248,164 ▲New Holding1,0210.1%FinanceQLDProShares Ultra QQQ$241,6800.0%2,4000.1%ETFTAT&T$239,723$18,193 ▼-7.1%10,8970.1%Computer and TechnologyPEPPepsiCo$238,750$238,750 ▲New Holding1,4040.1%Consumer StaplesVZVerizon Communications$228,456$719 ▲0.3%5,0870.1%Computer and TechnologyONOnsemi$227,415$227,415 ▲New Holding3,1320.1%Computer and TechnologyAPPLOVIN CORP$224,154$224,154 ▲New Holding1,7170.1%COM CL ADUKDuke Energy$213,791$213,791 ▲New Holding1,8540.1%UtilitiesLLYEli Lilly and Company$209,737$209,737 ▲New Holding2370.1%MedicalUNPUnion Pacific$203,923$203,923 ▲New Holding8270.1%TransportationADPAutomatic Data Processing$203,673$203,673 ▲New Holding7360.1%Business ServicesRUMRumble$109,199$536 ▲0.5%20,3730.1%Computer and TechnologyCBChubb$0$2,815,318 ▼-100.0%00.0%FinanceCMECME Group$0$2,535,354 ▼-100.0%00.0%FinanceXLVHealth Care Select Sector SPDR Fund$0$477,623 ▼-100.0%00.0%ETFXLIIndustrial Select Sector SPDR Fund$0$451,528 ▼-100.0%00.0%ETFSMCISuper Micro Computer$0$325,282 ▼-100.0%00.0%Computer and TechnologySDOGALPS Sector Dividend Dogs ETF$0$205,904 ▼-100.0%00.0%ETFMPCMarathon Petroleum$0$203,319 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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